Margaret Swanson has held the title Member at Modus Advisors since January 2024, is not listed as a control person, but directly owns between 5% and 10% of the firm.
Modus Advisors, LLC is an Excelsior, MN firm with $601M under management, 347 clients and 5 advisers in one office, as of its February 2026 filing.
- Modus Advisors, LLCCurrent– present · 5 yearsExcelsior, MN · Adviser representative · Firm CRD 291204
Investment adviser representative registrations
Margaret Swanson is registered as an investment adviser representative in Minnesota, since January 2021.
- MinnesotaSince 27 January 2021
Examinations
No examinations are on Margaret Swanson’s record.
- Full name
- Margaret Leigh Swanson
- CRD
- 6867550
- Firm
- Modus Advisors · CRD 291204
- Role
- Member
- Office
- 23505 SMITHTOWN ROAD, SUITE 290, Excelsior, MN 55331
- Registration
- Investment adviser registration
- In the industry since
- January 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Margaret Swanson work?
Margaret Swanson has held the title Member at Modus Advisors, LLC since January 2024.
Is Margaret Swanson a financial advisor?
Yes. Margaret Swanson has a current investment-adviser registration in Minnesota, through Modus Advisors since January 2021.
How many years of experience does Margaret Swanson have?
Margaret Swanson has 5 years in the financial industry, since January 2021, across 1 adviser firm.
Where is Margaret Swanson based?
Margaret Swanson’s registered office is in Excelsior, MN.
Is Margaret Swanson registered with FINRA?
No. Margaret Swanson has no current broker registration.
How can I verify Margaret Swanson’s record?
Search CRD 6867550 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Margaret Swanson’s full registration record.